Published: May 21, 2026.

There may be times when you want to unlink a broker connection or remove a synced portfolio from TradeSmith entirely — for example, if you've switched brokers, closed an account, or want to re-add it from scratch.

⚠️ Important: Read Before You Delete

Deleting a synced portfolio removes all of its data from TradeSmith, including any custom entry dates, notes, alerts, and other data you have added. If you deleted a portfolio by accident, please contact our support team as soon as possible — we may be able to restore it, provided it has been fewer than 90 days since the deletion. If you only need to fix a connection issue rather than delete the portfolio, consider using the Resolving Credentials and MFA Errors or Refreshing an Existing Portfolio articles instead.

Automatic Disconnection by Our Data Aggregator

Please note that our data aggregator, Yodlee, will automatically disconnect a broker connection 90 days after all associated portfolios have been deleted. Once disconnected, you will need to reconnect your broker from scratch. You can do this at any time using the green Add Portfolio button on the Manage tab and selecting Link to Brokerage.

How to Remove a Synced Portfolio

1. Go to My Portfolios and click on the Manage tab.

2. Locate the synced portfolio you want to remove.

3. Click the downward-pointing blue triangle to the left of the portfolio name to open the dropdown menu.

4. Select Delete from the dropdown.

5. Confirm the deletion when prompted.

The portfolio and its broker connection will be removed from TradeSmith.

What Happens Next?

Once the portfolio is deleted, TradeSmith will no longer sync with that broker account. Your data at your broker is not affected in any way — only the portfolio inside TradeSmith is removed.

If you'd like to re-add the broker later, you can do so at any time using the green Add Portfolio button on the Manage tab and selecting Link to Brokerage. Note that if it has been more than 90 days since the portfolio was deleted, the Yodlee connection will have been removed and you will need to reconnect as if for the first time.

Need Help?

Our Customer Success team is ready to assist:

• Phone: 1-866-385-2076 (toll-free)
• Email: [email protected]

*Note—The tabs and features you see on your TradeSmith Finance site will vary based on your subscription(s) and subscription level(s).